# Baker Tilly International Go/No Go Check List

## Outsourced Solutions

### Score Legend

| Color | Points | Decision |
|-------|--------|----------|
| 🟢 Green | 10+ Points | GO |
| 🟡 Yellow | 5-9 Points | Speak to SL or SSL leadership |
| 🔴 Red | 1-5 Points | NO GO |

---

### Basic Information

| Field | Value |
|-------|-------|
| **Client Name:** | |
| **Client Contact:** | |
| **Lead Firm Name:** | |
| **Lead Firm Contact:** | |

---

## 1. Opportunity Details

| # | Question | Details |
|---|----------|---------|
| 8 | What sort of outsourcing opportunity is it? | |
| 9 | How many locations involved in this opportunity? | |
| 10 | List any locations included in this opportunity where we do not have a Baker Tilly firm. | |
| 11 | Where is the client HQ? | |
| 12 | What is the client's business and industry? | |
| 13 | Who are the competitors in this space? | |

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## 2. Client Background and History

> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*

| # | Question | Yes / No / Not applicable | Insert details |
|---|----------|---------------------------|----------------|
| 15 | Have we previously worked with this client, and was the experience positive? | - | |
| 16 | Have we conducted a reputational risk check on the client (negative press, ethical concerns, etc.)? | - | |

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## 3. Regulatory Compliance

> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*

| # | Question | Yes / No / Not applicable | Insert details |
|---|----------|---------------------------|----------------|
| 18 | Does the client comply with all relevant regulatory requirements? | - | |
| 19 | Has the client provided complete and accurate financial records for review? | - | |
| 20 | Does the client have no pending legal, tax or regulatory issues that [you know of] which could impact this opportunity? | - | |

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## 4. Risk Assessment

> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*

| # | Question | Yes / No / Not applicable | Insert details |
|---|----------|---------------------------|----------------|
| 22 | Is there a clear understanding on the scope, responsibilities and deliverables? | - | |
| 23 | Do we have the necessary delivery tools (platforms, technology, security measures etc.) to support this opportunity? | - | |
| 24 | Have you completed a conflict check? | - | |
| 25 | Can we meet the service-level agreements (SLAs) without overcommitting our resources? | - | |
| 26 | Are there no special expectations or requirements from the client that may pose a challenge? | - | |

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## 5. Resource Allocation

> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*

| # | Question | Yes / No / Not applicable | Insert details |
|---|----------|---------------------------|----------------|
| 28 | Do you have the resources required for the opportunity (personnel, time, budget)? | - | |
| 29 | Do you have the right expertise and capacity across our network to deliver high-quality service? | - | |

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## 6. Additional comments to support this decision

| Comments |
|----------|
| |